See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,435 | $101,069-70.9% | $81,478-63.9% | $147,584-80.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.01% | 32.40%-20.4pp | 38.78%-26.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,539 | $3,205-52.0% | $2,568-40.1% | $4,876-68.4% |
| Participant deferral / active EE | $1,482 | $4,242-65.1% | $3,537-58.1% | $5,439-72.8% |
| Admin fee / account holder | $278 | $5,812-95.2% | $4,561-93.9% | $10,885-97.5% |